Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.
Other share classesSPG.PJ
13F holders, Q4 2022
Institutional positions in Simon Property Group Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 996
- +90 vs. Q3 2022
- Shares held
- 282.2M
- +2.76M (+1.0%) vs. Q3 2022
- Total value
- $33.1B
- +$8.05B (+32.1%) vs. Q3 2022
- New holders
- 166
- 369 more added
- Sold out
- 76
- 325 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $32.7B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversified Trust Co | 6,737 | $791.0K | 0.03% | −75−1.1% | Reduced |
| Raymond James Trust N.A. | 6,654 | $781.0K | 0.03% | −144−2.1% | Reduced |
| HighTower Trust Services, LTA | 6,779 | $780.0K | 0.08% | +152+2.3% | Added |
| Integrated Wealth Concepts LLC | 6,629 | $779.0K | 0.02% | −1,147−14.8% | Reduced |
| Compton Capital Management Inc | 6,600 | $775.0K | 0.56% | −650−9.0% | Reduced |
| Profund Advisors LLC | 6,590 | $774.2K | 0.05% | +149+2.3% | Added |
| Bleakley Financial Group, LLC | 6,559 | $770.5K | 0.03% | +6,559 | New |
| Renasant Bank | 6,444 | $757.0K | 0.57% | +711+12.4% | Added |
| Cerity Partners LLC | 6,390 | $751.0K | 0.00% | +1,551+32.1% | Added |
| Palogic Value Management, L.P. | 6,374 | $748.8K | 0.39% | +6,374 | New |
| Boston Partners | 6,358 | $746.9K | 0.00% | +147+2.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,306 | $740.8K | 0.49% | −28−0.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,272 | $736.8K | 0.15% | −590−8.6% | Reduced |
| Sumitomo Life Insurance Co | 6,251 | $734.0K | 0.05% | −383−5.8% | Reduced |
| Wellington Shields & Co., LLC | 6,120 | $719.0K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,076 | $713.8K | 0.04% | +98+1.6% | Added |
| Rothschild Investment Corp | 5,933 | $697.0K | 0.06% | −1,590−21.1% | Reduced |
| Autumn Glory Partners, LLC | 5,920 | $695.5K | 0.37% | +3,210+118.5% | Added |
| Oak Grove Capital LLC | 5,900 | $693.1K | 0.37% | −290−4.7% | Reduced |
| GWM Advisors LLC | 11,528 | $692.6K | 0.02% | +4,414+62.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,828 | $685.0K | 0.03% | +878+17.7% | Added |
| Parallel Advisors, LLC | 5,822 | $684.0K | 0.03% | +536+10.1% | Added |
| Versor Investments LP | 5,802 | $681.6K | 0.06% | −21,403−78.7% | Reduced |
| Morse Asset Management, Inc | 5,800 | $681.0K | 0.25% | +100+1.8% | Added |
| Wedbush Securities Inc | 5,775 | $678.0K | 0.04% | −536−8.5% | Reduced |
| CWM Advisors, LLC | 5,766 | $677.4K | 0.09% | +1,528+36.1% | Added |
| Gilman Hill Asset Management, LLC | 5,734 | $673.6K | 0.14% | −169−2.9% | Reduced |
| Coldstream Capital Management Inc | 5,705 | $670.2K | 0.02% | +5,705 | New |
| Cetera Advisors LLC | 5,677 | $666.9K | 0.01% | +1,644+40.8% | Added |
| MAI Capital Management | 5,670 | $666.1K | 0.01% | +2,426+74.8% | Added |
| Castle Rock Wealth Management, LLC | 5,271 | $665.9K | 0.30% | +274+5.5% | Added |
| Marino, Stram & Associates LLC | 5,655 | $664.4K | 0.21% | +229+4.2% | Added |
| Verdence Capital Advisors LLC | 5,633 | $661.8K | 0.08% | −402−6.7% | Reduced |
| Guardian Capital Advisors LP | 5,225 | $658.3K | 0.07% | −825−13.6% | Reduced |
| Carmel Capital Partners, LLC | 5,602 | $658.1K | 0.46% | +161+3.0% | Added |
| Tiedemann Advisors, LLC | 5,587 | $656.4K | 0.03% | +156+2.9% | Added |
| Congress Wealth Management LLC | 5,566 | $653.9K | 0.02% | +705+14.5% | Added |
| Tokio Marine Asset Management Co Ltd | 5,478 | $643.6K | 0.05% | +441+8.8% | Added |
| Horizon Investments, LLC | 5,451 | $640.0K | 0.02% | +2,177+66.5% | Added |
| Ascent Group, LLC | 5,412 | $635.8K | 0.07% | +100+1.9% | Added |
| EverSource Wealth Advisors, LLC | 5,389 | $633.1K | 0.10% | +5,009+1,318.2% | Added |
| Moody National Bank Trust Division | 5,329 | $626.0K | 0.05% | +238+4.7% | Added |
| Colony Group LLC | 5,324 | $625.0K | 0.01% | +5,324 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $620.2K | 0.01% | −1,020−16.2% | Reduced |
| Penserra Capital Management LLC | 5,275 | $619.0K | 0.01% | −47−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,271 | $619.0K | 0.02% | +741+16.4% | Added |
| Monetary Management Group Inc | 5,250 | $616.8K | 0.19% | −625−10.6% | Reduced |
| Hollencrest Capital Management | 5,131 | $602.8K | 0.07% | −396−7.2% | Reduced |
| VELA Investment Management, LLC | 5,056 | $594.0K | 0.29% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 5,005 | $588.0K | 0.43% | +51+1.0% | Added |
| American Assets Inc | 5,000 | $587.4K | 0.22% | 00.0% | Unchanged |
| CSS LLC | 5,000 | $587.4K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 4,978 | $584.8K | 0.12% | +4,978 | New |
| Baker Avenue Asset Management, LP | 4,927 | $578.8K | 0.03% | +4,927 | New |
| Balyasny Asset Management LLC | 4,906 | $576.4K | 0.00% | +4,906 | New |
| Dearborn Partners LLC | 4,902 | $575.9K | 0.02% | +186+3.9% | Added |
| Highline Wealth Partners LLC | 4,841 | $568.7K | 0.42% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,827 | $567.1K | 0.06% | +123+2.6% | Added |
| Affinity Investment Advisors, LLC | 4,768 | $560.1K | 0.26% | 00.0% | Unchanged |
| Keybank National Association | 4,727 | $555.3K | 0.00% | +12+0.3% | Added |
| Brown Advisory Inc | 4,713 | $553.7K | 0.00% | +1,002+27.0% | Added |
| Strategic Advisors LLC | 4,700 | $552.2K | 0.12% | +4,700 | New |
| Alta Wealth Advisors LLC | 4,680 | $549.8K | 0.37% | −27−0.6% | Reduced |
| JDM Financial Group LLC | 4,680 | $549.8K | 0.53% | +4,680 | New |
| Pekin Hardy Strauss, Inc. | 4,675 | $549.2K | 0.09% | −33−0.7% | Reduced |
| Independent Financial Group, LLC | 4,671 | $548.8K | 0.05% | −6,609−58.6% | Reduced |
| MSH Capital Advisors LLC | 4,655 | $546.9K | 0.25% | +20+0.4% | Added |
| Griffin Asset Management, Inc. | 4,632 | $544.2K | 0.08% | +1,800+63.6% | Added |
| Perpetual Investment Management Ltd | 4,600 | $540.4K | 0.06% | −800−14.8% | Reduced |
| Moors & Cabot, Inc. | 4,547 | $534.2K | 0.04% | −963−17.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,544 | $533.8K | 0.13% | +4,544 | New |
| Qtron Investments LLC | 4,530 | $532.2K | 0.11% | +4,530 | New |
| Harbor Investment Advisory, LLC | 4,436 | $521.1K | 0.08% | −2,663−37.5% | Reduced |
| Stephens Inc | 4,435 | $521.0K | 0.01% | −129−2.8% | Reduced |
| Teamwork Financial Advisors, LLC | 4,431 | $520.6K | 0.11% | −122−2.7% | Reduced |
| Trust Co of Vermont | 4,414 | $518.6K | 0.04% | −170−3.7% | Reduced |
| Boston Family Office LLC | 4,409 | $518.0K | 0.04% | +409+10.2% | Added |
| BBR Partners, LLC | 4,400 | $516.9K | 0.06% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,400 | $516.9K | 0.04% | +140+3.3% | Added |
| Veriti Management LLC | 4,387 | $515.4K | 0.07% | −124−2.7% | Reduced |
| BBJS Financial Advisors, LLC | 4,342 | $510.1K | 0.23% | +4,342 | New |
| Signaturefd, LLC | 4,302 | $505.4K | 0.01% | +305+7.6% | Added |
| Stamos Capital Partners, L.P. | 4,270 | $501.6K | 0.16% | −7,020−62.2% | Reduced |
| Brinker Capital Investments, LLC | 4,264 | $501.0K | 0.01% | −91−2.1% | Reduced |
| Scotia Capital Inc. | 4,209 | $494.5K | 0.00% | +374+9.8% | Added |
| Ameritas Investment Partners, Inc. | 3,946 | $493.1K | 0.02% | −163−4.0% | Reduced |
| Element Wealth, LLC | 4,180 | $491.1K | 0.40% | −192−4.4% | Reduced |
| Bremer Bank National Association | 4,128 | $485.0K | 0.09% | −17,422−80.8% | Reduced |
| Bessemer Securities LLC | 4,129 | $485.0K | 0.22% | +650+18.7% | Added |
| Marex Group plc | 4,100 | $481.0K | 0.07% | +4,100 | New |
| Assetmark, Inc | 4,092 | $480.7K | 0.00% | +19+0.5% | Added |
| Optimum Investment Advisors | 4,091 | $480.6K | 0.26% | 00.0% | Unchanged |
| CWM, LLC | 4,025 | $473.0K | 0.00% | −282−6.5% | Reduced |
| Cigna Investments Inc | 4,021 | $472.0K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 4,005 | $470.6K | 0.39% | +4,005 | New |
| First National Bank of Omaha | 4,000 | $470.0K | 0.03% | −474−10.6% | Reduced |
| EJF Capital LLC | 4,000 | $469.9K | 0.15% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 3,989 | $468.6K | 0.34% | +80+2.0% | Added |
| Regions Financial Corp | 3,958 | $465.0K | 0.00% | +566+16.7% | Added |
| MRP Capital Investments, LLC | 3,930 | $461.7K | 0.51% | +3,930 | New |